Raulli & Sons, Inc. The Employees' Profit Sharing & Retirement Plan — Form 5500 plan (Raulli & Sons, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Raulli & Sons, Inc. The Employees' Profit Sharing & Retirement Plan is a benefit plan reported by Raulli & Sons, Inc. under EIN 15-0616714 and plan number 001. The latest loaded filing year is 2023. The filing reports 114 participants and $23,106,296 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Raulli & Sons, Inc.
- EIN
- 15-0616714
- Plan number
- 001
- Plan type
- 2
- Location
- Syracuse, NY
- Latest filing year
- 2023
- Participants
- 114
- End-of-year plan assets
- $23,106,296
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 114 | H, C | 20241015083519NAL0047051968001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,106,296
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,106,296
- Net assets (BOY)
- $22,386,581
Income & contributions
- Employer contributions
- $277,595
- Participant contributions
- $762,123
- Total contributions
- $1,202,794
- Total income / additions
- $5,382,723
Expenses & distributions
- Benefits paid
- $4,646,098
- Administrative expenses
- $16,910
- Total expenses
- $4,663,008
- Net increase / (decrease)
- $719,715
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial | SERVICE PROVIDER | $0 | $33,800 | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $16,910 | $0 | 2023 |
| Raulli & Sons, Inc. | SERVICE PROVIDER | $9,988 | $0 | 2023 |
| Actuarial Pension Analysts, Inc. | SERVICE PROVIDER | $5,457 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Raulli & Sons, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Syracuse, NY
- Lpl Financial — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation
- Raulli & Sons, Inc. — Schedule C compensation
- Actuarial Pension Analysts, Inc. — Schedule C compensation